REDDYS HEART TO HEART FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- REDDYS HEART TO HEART FOUNDATION (EIN 20-8966784)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-07-08
- IRS object ID
- 202001909349101605
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T11:59:06-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455545536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Austria Financial Services Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15303 Ventura Blvd 9th Floor | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208966784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reddys Heart to Heart Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REDD | BusinessNameControlTxt |
| Phone | 7609645707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15303 Ventura Blvd FL 9 | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Naidu Reddy | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jay Austria | PreparerPersonNm |
| PTIN | P00436398 | PTIN |
| Phone | 8183803082 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,368,319 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $124,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,698 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $124,698 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $752,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,818 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $55,383 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $323,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $323,516 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $180,081 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,774 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,774 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $55,092 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $55,092 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,091 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $58,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $264,559 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $180,081 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,339,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,341,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,368,319 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,339,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,341,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,368,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,339,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,341,122 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,339,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,341,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,339,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,341,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,339,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,169 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,341,122 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,341,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 43.323 Valero Energy Corp | P | 2017-03-07 | 2018-01-19 | $3,509 | $2,887 | $622 | $622 |
| 20.000 Apple Inc | P | 2018-01-19 | 2018-01-19 | $8,977 | $8,977 | $8,977 | |
| 25.000 Apple Inc | P | 2018-03-02 | 2018-03-02 | $7,474 | $7,474 | $7,474 | |
| 5.000 Adobe Inc | P | 2018-07-13 | 2018-07-13 | $1,134 | $1,134 | $1,134 | |
| 20.000 Adobe Inc | P | 2018-10-19 | 2019-10-18 | $14,079 | $14,079 | $14,079 | |
| 10.000 Micron Technology Inc | P | 2018-10-19 | 2018-10-19 | $985 | $985 | $985 | |
| 30.000 Micron Technology Inc | P | 2018-01-19 | 2018-01-19 | $3,480 | $3,480 | $3,480 | |
| 50.000 Micron Technology Inc | P | 2018-06-15 | 2018-06-15 | $4,954 | $4,954 | $4,954 | |
| 25.000 Overstock.com | P | 2018-09-21 | 2018-09-21 | $1,224 | $1,224 | $1,224 | |
| 50.000 Paypal | P | 2018-06-15 | 2018-06-15 | $12,454 | $12,454 | $12,454 | |
| 5000.00 Conocophillips Com | P | 2015-08-03 | 2018-01-19 | $277,428 | $250,010 | $27,418 | $27,418 |
| 5156.677 Valero Energy Cor | P | 2015-01-01 | 2018-01-19 | $417,128 | $301,111 | $116,017 | $116,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,818 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $55,383 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,291 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,291 | SubtotalAmt |
| Tax Based On Investment Income | $5,291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $1,296 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jay Austria CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8183803082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15303 Ventura Blvd FL 9 | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Naidu Reddy | ||||||
| 12934 Galewood Dr | Apple Valley | CA | 92308 | President | 2.00 | $0 |
| Anuradha Reddy | ||||||
| 12934 Galewood Dr | Apple Valley | CA | 92308 | Treasurer | 2.00 | $0 |
| Kaavya Reddy | ||||||
| 12934 Galewood Dr | Apple Valley | CA | 92308 | Secretary | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $5,291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,291 | TotalTaxAmt |
| Distributable Before Adj | $5,291 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,291 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,390 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $263,390 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $263,390 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $231,701 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $287,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $132,802 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,151 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $270,250 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,088,655 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $263,390 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $263,390 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,352,045 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $231,701 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,120,344 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $287,751 | ExcessFromYear4Amt |
| Excess From Year3 | $132,802 | ExcessFromYear3Amt |
| Excess From Year2 | $166,151 | ExcessFromYear2Amt |
| Excess From Year1 | $270,250 | ExcessFromYear1Amt |
| Excess From Current Year | $263,390 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Naidu Reddy | ContributingManagerNm |
| Contributing Manager | Anuradha Reddy | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Naidu Reddy | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12934 Galewood Dr | AddressLine1Txt |
| City | Apple Valley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7602426500 | RecipientPhoneNum |
| Restrictions On Awards | The foundation will consider distributions to organizations that are organized and operated exclusively for charitable, religious, literary, or educational purposes, or for the prevention of cruelty to children and animals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Art of Living Foundation | |||||||
| PO Box 50003 | Santa Barbara | CA | 93150 | None | 501c3 | Education, Humanitarian | $100,000 |
| World Children's Initiative | |||||||
| 1328 American Way | Menlo Park | CA | 94025 | None | 501c3 | Humanitarian | $25,000 |
| Ved Vignan Mahavidyapeeth | |||||||
| 12 Murphy Dr | Nashua | NH | 03062 | None | 501c3 | Education, Humanitarian | $25,000 |
| International Association Human Val | |||||||
| 2401 15th Street NW | Washington | DC | 20009 | None | 501c3 | Education, Humanitarian | $105,390 |
| SVKK Temple | |||||||
| 615 S Beck Ave | Tempe | AZ | 85281 | None | 501c3 | Education, Humanitarian | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,390 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $124,698 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $198,818 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $323,516 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $323,516 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Interest and dividend income from investments are used to defray the expenses of the foundation and to make contributions. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,774 | Amt |
| Net Investment Income | $1,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD Ameritrade Stocks | StockNm |
| EOY Book Value | $1,341,122 | EOYBookValueAmt |
| EOYFMV | $1,368,319 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax | $1,732 | $1,732 |
| Foreign Tax | $299 | $299 |
| License & Fees | $60 | $60 |
Comments